Vincent Michael Gutierrez
Investment adviser representative at Vanguard Advisers, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$344.6BFirm assets
Are you Vincent Michael Gutierrez? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Vanguard Advisers, Inc.Jul 2026 to now
- The Vanguard Group, Inc.Jul 2026 to now
- Vanguard Marketing CorporationJul 2026 to now
- Schwab Wealth Advisory, Inc.Aug 2024 to Jun 2026
- Charles Schwab & Co., Inc.Aug 2021 to Jun 2026
- Charles Schwab Bank, SsbAug 2021 to Aug 2024
- J.P. Morgan Securities LLCJun 2020 to May 2021
- JPMorgan Chase Bank, N.A.Feb 2019 to May 2020
- International PaperJul 2018 to Oct 2018
- Pfs Investments IncMay 2018 to Sep 2018
- Western Governors UniversityNov 2017 to Jun 2024
- Schwans (cygnus Home Service, LLC)Nov 2017 to Feb 2018
- HebJul 2017 to Jan 2019
- Sedona GroupJun 2017 to Jun 2017
- Costa Solutions LLCMay 2017 to Jun 2017
- TargetApr 2017 to Apr 2017
- The HartfordDec 2016 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Vanguard Advisers, Inc.
$344.6BAssets managed
791,528Clients
2,464Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6957623
- Firm CRD
- 106715